AdvisorOS Directory
Claim Profile
MM

Manuel Antonio Moreda

X-SQUARE CAPITAL, LLC·HATO REY, Puerto Rico
Unclaimed Profile
POPULAR CENTER BUILDING, HATO REY, PR 00918CRD# 5407427Firm CRD# 167237
01

About

Manuel Antonio Moreda is a registered financial advisor based in HATO REY, Puerto Rico, affiliated with X-SQUARE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
X-SQUARE CAPITAL, LLC
X-SQUARE CAPITAL
AUM
$424M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at X-SQUARE CAPITAL, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: AD HOC EXPERT CONSULTING FEES
Regulatory
SEC/IARD CRD# 5407427
Firm CRD# 167237
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HATO REY?

Browse all registered financial advisors in HATO REY, Puerto Rico or claim this profile if it's yours.

Browse HATO REY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Manuel Antonio Moreda offer?
Manuel Antonio Moreda specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HATO REY, Puerto Rico for a consultation.
What are Manuel Antonio Moreda's credentials?
Manuel Antonio Moreda is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Manuel Antonio Moreda located?
Manuel Antonio Moreda is based in HATO REY, Puerto Rico, working with X-SQUARE CAPITAL, LLC. Their office serves clients in the HATO REY metropolitan area and surrounding communities.
How does Manuel Antonio Moreda charge for services?
Manuel Antonio Moreda's firm is compensated through percentage of aum, performance-based fees, other: ad hoc expert consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is X-SQUARE CAPITAL, LLC?
X-SQUARE CAPITAL, LLC has approximately 7 employees and manages $424M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HATO REY
Jose Gualberto Nater — X-SQUARE CAPITAL, INC.Gregory Kaufman — POPULAR SECURITIES, LLCMarla Marie Acosta-Ashby — POPULAR SECURITIES, LLCRosa Angela Colon Ortiz — POPULAR SECURITIES, LLCRuben Antonio Tapia Vargas — X-SQUARE CAPITAL, LLC
Nearby cities in Puerto Rico
SAN JUAN (212)GUAYNABO (84)DORADO (20)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideGUAYNABO GuideDORADO GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile